|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$530K
|
+35,768
|
+6%
|
|
|
2
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$8.01M
|
+$82.9K
|
+5,591
|
+1%
|
|
|
3
|
Saba Capital Management
New York
|
$7.97M
|
-$1.15M
|
-77,695
|
-13%
|
|
|
4
|
|
$7.7M
|
-$184K
|
-12,388
|
-2%
|
|
|
5
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$4.75M
|
+$4.67M
|
+314,714
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
+$477K
|
+32,140
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.66M
|
-$36.3K
|
-2,450
|
-2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$1.3M
|
+87,599
|
New
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$1.21M
|
+$113K
|
+7,634
|
+11%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.15M
|
+$326K
|
+21,994
|
+41%
|
|
|
11
|
Aristides Capital
Louisville,
Kentucky
|
$1.04M
|
-$6.69K
|
-451
|
-0.7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1M
|
–
|
–
|
–
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$802K
|
-$889K
|
-59,941
|
-53%
|
|
|
14
|
Wealth Alliance
Mellville,
New York
|
$671K
|
+$445
|
+30
|
+0.1%
|
|
|
15
|
Oppenheimer & Co
New York
|
$629K
|
+$120K
|
+8,115
|
+24%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$605K
|
+$10.7K
|
+720
|
+2%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$603K
|
-$34.3K
|
-2,310
|
-5%
|
|
|
18
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$335K
|
–
|
–
|
–
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$316K
|
-$11.9K
|
-800
|
-4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$310K
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$299K
|
+$44.5K
|
+3,000
|
+18%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$212K
|
-$344K
|
-23,200
|
-62%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$195K
|
-$3.71K
|
-250
|
-2%
|
|
|
25
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$86K
|
-$119K
|
-8,000
|
-58%
|
|
